A sixth straight quarter of topping earnings estimates came with revenue missing expectations, and management still reaffirmed 2026 revenue of roughly $3.8 billion. Backlog swelled to $8.56 billion from $7.39 billion a year ago.
Latest Activity
Mad Money w/ Jim Cramer 9/29/26
- Cramer says the 30-year Treasury yield is the highest in 24 years, with over 40% of S&P 500 names in a bear market
- Public backlash against AI and data centers is the new narrative risk that could make October ugly
- Goldman Sachs called the most beaten-down of a caller's bank ideas alongside Capital One and BNY Mellon
- Interviews with Meta's Dina Powell McCormick on its AI agent Muse and BWX Technologies on its new long-term strategy
Cramer's message: public perception is now the AI trade's problem, and he thinks that plus long-end yields sets up a rough October. He still wants Goldman Sachs on weakness, calling it the most beaten-down of the bank names raised by a caller.
- BROBrown & Brown, Inc. Common Stock (BRO)Sell$100K – $250KAug 25
- BWXTBWX Technologies, Inc. Common Stock (BWXT)Sell$100K – $250KAug 25
- BWXTBWX Technologies, Inc. Common Stock (BWXT)Buy$1K – $15KAug 3
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$15K – $50KAug 3
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Sell$100K – $250KAug 25
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 14
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 12
- C.H. Robinson Worldwide, Inc. -Buy$1K – $15KAug 5
Nearly every position got liquidated on a single day, August 25, in a filing that spans 78 trades across industrials, insurance, semis and freight. The largest exits ran into the $250,000 to $500,000 band, and small purchases earlier in the month were reversed within weeks. This reads as broad de-risking.
BWXT Coverage
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NuScale Power Falls 6% With Q2 Revenue Drop to $75,000 and a New $750M Share Sale
NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors…
3 Nuclear Energy Stocks Powering the AI Boom in August
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Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle…
Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More
Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was…
Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, and More
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President…
How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
The Aerospace ETF Wall Street Overlooks: Why XAR’s Smaller Holdings Are Outrunning the Giants
NATO’s European allies and Canada increased their defense outlays by roughly 20% in 2025 alone. For investors capturing that structural shift, the question is how to own aerospace and defense. SPDR S&P…
3 Defense Stocks Built for the New Era of National Security Spending
Defense spending is undergoing a genuine structural shift as governments worldwide rethink what national security actually costs. Analysts and researchers tracking defense spending are focused on which companies are best positioned to…
4 Winning Space Stocks To Buy Before The Artemis Launch
NASA’s Artemis II mission is targeting an April 2026 launch window, and prediction markets currently place the odds of liftoff by April 30 at roughly 54.5%. The rocket was rolled back to…